November 29, 2023 Release Notes

LendingQB Integration: Auth API

Due to an update to the LendingQB authorization system, it was necessary to change authentication API calls to us the OAuth protocol. The change had to be made before February 2024. In this sprint, we have worked on the Pricing integration (PriceMyLoan).

We recently updated our Lending QB integration to use OAuth instead of their old ticketing system. With this new update we now have the new OAuth authentication flow for both the LOS and the Pricing integrations.

• Value to Clients: This will allow our customers, who use the LendingQB LOS integration, to continue normal operation.

• Leveraging this Feature: Our clients who use the LendingQB Pricing integration (PriceMyLoan) will need to go through a setup process with the API user that Revvin uses. For more information, please contact us at [e-mail].

Pre-Qualification Letter Improvements: Option to Add a Contingency Clause

We have added a new checkbox in the Pre-Qualification tab in the Lender Hub that will allow a sale contingency paragraph to be included in the Pre-Qualification Letter PDF.

By default, when this option is selected the following copy will be added to the letter (it is customizable through the Customization Hub): "This offer is contingent upon the sale settlement of the buyer's current property."

The option will be available from the Lender Hub at the time the LO generates the letter. The option can also be turned on for borrower/realtor generated letters.

Option for LO generated letters

Option for borrower generated letters

The contingency paragraph included in the Pre-Qualification Letter PDF

• Value to Clients: Our clients will have more control over the information to be displayed in the letters generated by LOs, agents and borrowers.

• Leveraging this Feature: This will be activated by default for all clients who have the option to generate Pre-Qualification Letters at both Borrower/Realtor and levels. If you want to modify the text of the contingency paragraph, please contact us at [e-mail].

Improve Display of AUS Errors

We have improved the experience when running AUS integrations (LPA and DU) to display errors in a more orderly and cleaner way.

The first main error will be shown at the top. If there are more errors, they will be hidden within a collapsible section below the main error.When expanded, each of the errors will be listed in an ordered list.

LPA errors

Displayed LPA errors

DU errors

Displayed DU errors

• Value to Clients: Improving our Lender Hub users experience.

• Leveraging this Feature: This will affect all Clients that have any of our AUS integrations.

Create Application from Previous Application

It is now possible for borrowers to start a new application from a previous application in the Borrower Hub. This option will copy the borrower's data they from the previous application into a new one.

LO assignments from the previous application will also be carried over.

• Value to Clients: Improving our Borrower Hub users experience.

• Leveraging this Feature: This feature is available by default with this release.

Improved Design of the Borrower Hub Homepage for Pre-Existing Users

We have improved the way a pre-existing borrower is redirected from an email notification. Now, instead of going to the home page the borrower will be sent to the login page directly, avoiding possible confusion.

Email received with new tasks

The start page invites the user to sign in instead of start a new application

• Value to Clients: Improving our Borrower Hub users experience.

• Leveraging this Feature: This feature is available by default with this release.